更新时间：2021-04-09 22:05:24
封面
版权页
Credits
Foreword
About the Authors
About the Reviewers
Support files eBooks discount offers and more
Preface
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Chapter 1. Achieving Your Mission with CiviCRM
What is Constituent Relationship Management?
When is CiviCRM the best CRM?
Why CiviCRM?
How CiviCRM will help your organization
Summary
Chapter 2. Planning Your CRM Implementation
Development methodologies
Right-sizing the process
Building the team
Getting started
Focusing on constituents and mission
Determining your needs
Functional requirements
Implementation plan
Chapter 3. Installation Configuration and Maintenance
Configuring CiviCRM
Upgrades and maintenance
Chapter 4. CiviCRM Basics: Moving through the System and Working with Contacts
Contacts
Search
Search result actions
Working with contact records
Chapter 5. Collecting Organizing and Importing Data
Creating online forms with profiles
Importing contact and activity data
Chapter 6. Communicating Better
Sending e-mails to one or more constituents
Printing address labels
Printing a PDF letter
Organizing groups for communication
Encouraging subscriptions using profiles
Sending a bulk e-mail
Creating a bulk e-mail template
Customizing system workflow messages
Recording external e-mails
Chapter 7. Fundraising: Money for Your Mission
Selecting a payment processor
Initial fundraising configuration
Recording a contribution manually
Importing contributions
Manually creating a pledge
Searching examining and working with contributions
Searching examining and taking action on pledges
Reporting
Implementing an appeal
Other types of donations
Permissions
Chapter 8. Growing Your Membership and Interacting with Members
Working with memberships and daily management tools
Forms to solicit new members and retain the existing ones
Searching and reporting
Big Picture and other tools
Chapter 9. Managing Events
Building and promoting your event
Processing and managing participants
Tracking searching and reporting
Integrating events into your CRM strategy
Chapter 10. Interacting with Constituents: Managing Cases
Configuring cases
Tracking managing and resolving cases
Chapter 11. Providing Support: Grant Management
Managing grantees
Tracking grant applications
Other side of the coin: Applying for grants
Chapter 12. Telling Your Story: Building Reports
Toolsets and timing
Chapter 13. Customization Community and Cooperation
Customizing and extending
Community and cooperation
Index
